SlideShare a Scribd company logo
Business
Analyst
Series 2023
By UiPath Community &
The Next Innings
Discover and manage
automation opportunities
in one place
3
• What is Automation Hub?
• Understanding Automation Ideas and Their Phases
• The Automation Idea Profile
• How Ideas Progress into Automations
• Personas and User Roles in Automation Hub
• Accessing Automation Hub
Meeting Agenda
4
RPA is key to
accelerating your
competitive advantage,
but how do you:
Scale beyond the initial quick
wins?
Encourage employees across your
organization to automate?
Promote the availability and usage of
your organization’s automations?

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This document provides an agenda and overview for a session on UiPath's HyperHack 2023 hackathon. It outlines the following: - An introduction to HyperHack 2023 - What a hackathon is and how to participate - Two categories for solutions and the judging criteria - Demos of AI and core business automation solutions - Tips on identifying use cases and presenting projects - Important dates and submission guidelines - Next steps for support from UiPath and its community The document gives attendees information needed to understand and participate in the HyperHack hackathon competition.

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This document discusses UiPath Insights, an analytics solution for measuring the performance and impact of automation strategies. It provides an overview of UiPath Insights' key features such as powerful embedded analytics, customizable dashboards, machine learning-powered forecasting, and smart alerts. The document also includes an agenda, descriptions of current challenges in measuring RPA operations, and a demo of UiPath Insights' features for notifications, reports, and forecasting. It concludes with resources for getting started with UiPath Insights.

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This document summarizes a webinar about citizen development and democratizing automation. It discusses: - What citizen development means and the benefits it can provide like accelerating automation adoption and reducing costs. - Different models for citizen development based on automation complexity and oversight levels. It emphasizes finding the right balance of oversight. - Best practices for building awareness, enabling employees to become citizen developers through training, and choosing the right technology like UiPath StudioX. - Common concerns around citizen development like security, licensing costs, and pressure on the Center of Excellence. It provides strategies for addressing these concerns. The webinar aims to provide guidance on successfully implementing citizen development programs to maximize the value

rpatechnology
5
Centrally capture and manage automation opportunities
and process improvements, prioritized by impact and ROI
Faster implementation
Accelerate improvement and automation with efficient
collaboration across SMEs, developers, and the CoE
Centralized management
Track everything from idea to production in one
place—with visibility and control
Effective prioritization
Invest in opportunities that matter to your business by
prioritizing them based on your KPIs
Easy reporting
Track meaningful metrics and visualize the
performance of your automation program
IDEA CAPTURE & MANAGEMENT
5
6
Centralized management
Track everything from idea to production in one place—with visibility and control
Collect ideas by crowdsourcing or using mining
technologies for data-driven discovery
Create a strong business case on top of the
data collected from your SMEs or discovery
products–getting an end-to-end picture
Centralize visibility and control over the
progress of automation and process
improvement projects and their iterations
6
7
Effective prioritization
Invest in opportunities that matter to your business by prioritizing them based on your KPIs
Evaluate opportunities using pre-built assessments
or customize them based on KPIs that matter to
your company—maximizing for business impact
Leverage tools designed to help you make
informed decisions on your pipeline—ROI
calculator, graphs, dashboards, filtering, etc.
7
8
Faster implementation
Accelerate improvement and automation with efficient collaboration across SMEs, developers, and the CoE
Gain trust and get buy in from stakeholders
with data that proves value
Store all project-related files in one place and
leverage integrations with platform or third-party
tools for streamlined experience
Enable process SMEs, developers, and the
CoE to effectively collaborate to accelerate
the automation lifecycle
8

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This document summarizes a webinar about maximizing the potential of the UiPath Hyperautomation Platform. It discusses the typical journey organizations take to achieve hyperautomation maturity, from initial automation projects to fully automated enterprises. It covers key components like talent management, training programs, and collaboration. It also provides an overview of UiPath products and capabilities like Automation Hub, Insights, Document Understanding, and Apps. The webinar focuses on how successful organizations deploy UiPath to reduce costs while improving reliability and security. It discusses deployment strategies like the Automation Cloud and individual products. Lessons learned and common mistakes are also addressed.

Role of a Solution Architect-1.pptx
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The role of a Solution Architect in automation is to act as an interface between the business and technology teams. They must understand both the business goals and the technical capabilities in order to effectively design automation solutions. Key responsibilities of a Solution Architect include defining the architecture, overseeing the full lifecycle from design to deployment, ensuring solutions align with standards, and providing guidance to development teams. They aim to achieve reusability, maintainability and scalability through practices like modular component-based design and integration between systems. Continuous improvement is also important through monitoring performance, analyzing results, and implementing changes.

9
Easy reporting
Track meaningful metrics and visualize the performance of your automation program
Leverage the integration with Insights to reflect the
status and performance of your automation
program with fully customizable dashboard templates
Utilize pre-built dashboards with analytics on
automation program performance, cost, and
planning
9
10
10
Automation or Process
Improvement Leaders
Automation and
Citizen Developers
Employees
• Gain centralized visibility
and control over ideas
• Increase your program’s
ROI by effectively
prioritizing opportunities
• Facilitate collaboration
within teams
• Easily track progress and
impact
• Get a robot to do the work
you hate
• Be rewarded for ideas and
make impact by sharing
your experience
• Collaborate and learn from
others
• Uncover ready-to-go
automations
• Access all needed
information in one place
• Easily cooperate with others
on project implementation
• Share your personal time-
saving automations
• Join community focused on
enterprise innovation and
personal growth
Automation Hub benefits everyone
Enterprise
Community
Workspace
12
10
Engage and reward employees for contributing
to the automation program with the Enterprise
Community features within Automation Hub
Capabilities
- Learn to design, develop, and work
alongside robots
- Get rewarded for your automation ideas
- Expand your impact by sharing your subject
matter expertise across the company
Benefits
- Learn one of the most important skills in the
21st century
- Find more joy in your work
- Help guide your company’s automation
strategy
Enterprise Community

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HyperHack 2023 Global Presentation - AMER Enablement_070623.pdf
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13
11
Accelerate automation implementation times and
enable consistent quality through the Component
Gallery
Capabilities
- Use an internal repository of reusable
automation components
- Link to related automations
- Curate components based on your custom
needs
- Search at the automation and application
level
Benefits
- Accelerate Solution Design and
development
- Easily incorporate development best
practices
- Visualize the connection between
automations and reusable components
Component Gallery
JD JaneDoe JD JaneDoe JD JaneDoe
JD JaneDoe JD JaneDoe
14
12
Capabilities
- Leverage a centralized repository for all of
your automation-related files
- Supercharge your development timeline
with battle-tested automation templates
(PDD/SDD/DSD)
- Link to similar automations and reusable
components
Benefits
- Reduce your process analysis times
- Visualize who is doing what in the
automation program
- Speed global adoption of your automation
program with customizable templates
Documentation Repository
Store all automation-related artifacts in one
place with the Documentation Repository
Jane Doe
Jane Doe
John Doe
JD
JD JD
John Doe
15
13
Task Capture
Easily document and map your business
processes to accelerate automation
development
Capabilities
- Easily create process maps and
automatically capture process details
(from # of steps to execution time)
- Add details and edit with ease with a
comprehensive editing toolset
- Share your process documentation as a
PDD or .xaml file to accelerate
automation development
Benefits
- Accelerated development of automations
- Improved transparency of business
workflows
Automation
Pipeline
Management

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Opportunity Identifier
A collaborative, employee centric process
identification tool enabling employees to
submit ideas/requests for automation
Capabilities
- Empower employees to submit
automation ideas or leverage
integrations with Process Mining and
Task Mining forAI-based discovery.
- Automatically filter automation
opportunities
Benefits
- Promote global adoption of RPA
- Create an evergreen automation pipeline
- Increase employee engagement
- Scale smartly; begin automation projects
with specific departments and then grow
organically
18
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An open, transparent automation opportunities
pipeline management tool, where employees
have instant access to the plans for automation
and can express their voice—by upvoting
ideas/requests submitted.
Capabilities
- Consistent and data-
driven automation selection algorithm
- Prioritization recommendations
- Transparent tracking of all automation
initiatives
Benefits
- Centralize visibility and control
of automation initiatives across the organiza
tion (even in multivendor
RPAenvironments)
- Focus on automations that make sense
strategically to you
Pipeline Manager
19
17
Assess automations accurately and prioritize
easier.
Capabilities
- Customize your assessments and define
surveys relevant to each business line
- Determine your own KPIs and questions to
define them
- Share or reuse assessments
Benefits
- Prioritize easier and with greater impact
on the business by using the right KPIs
- No need to perform extra calculations to
arrive at a decision
- Confidently report to your management
based on transparent and relevant
evaluation
Assessments Customization
20
18
Prioritize opportunities with the ROI Calculator
Capabilities
- Decide what to automate with
costs and benefits calculation
- Compute automation ROI with an easy to
use template
- Refine estimates as you progress through
implementation phases
Benefits
- Make informed decisions about your
automation pipeline
- Improve accuracy of
your cost/benefit calculations
- Determine how much you are saving
through the entire automation lifecycle
ROI-based Prioritization

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Visualize the status and performance of your
automation opportunities pipeline
Capabilities
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dashboards for day-to-day automation
program management
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their number of submissions, collaborations,
and projects
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where and how your automations are
impacting business
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awareness
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Insights Integration
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Grow and govern your automation community by
providing them with tools and templates for
success
Capabilities
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Citizen Developers and host the approved
ones onAutomation Hub
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development
Benefits
- Stronger governance options for CoE leads
- Bigger, thriving, and engaged automation
communities
- Citizen Developers can more easily share
their work / build their resumes
Citizen Developer Support
23
Automation Idea Phases
Qualification
Idea
Assessment
Implementation
2
3
Automation ideas are further assessed to better
understand their scope and the technology required to
implement them.
Automation decision-makers select the automation
ideas they want to move forward with so they can
move into implementation.
The automation ideas selected are analyzed, designed,
developed, tested and moved into a production
environment.
Automation ideas are submitted. Duplicates are filtered
out. Ideas that can’t be automated are rejected and the
rest advance.
Business
Analyst
Series 2023
By UiPath Community &
The Next Innings

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25
What is Automation Idea?
 Automation ideas are automation initiatives that are
the core of any RPA program. Employees can
submit ideas of tasks and processes to be
automated through Automation Hub, where each
submission is assessed and potentially
implemented.
• There are 4 different ways to submit idea to the
Automation Hub
• Submit an Employee-driven Idea
• Submit a CoE-driven idea
• Submit via Task Mining
• Submit via Process Mining
26
Automation Hub Personas?
 Employees With Automation ideas: Business users need
transparency on the automation program, on the one
hand, and an easy way to contribute with their ideas and
expertise.
 The C-Suite: The C-Suite needs a single source of truth
on the performance of the automation program, as well
as reliable and easy-to-read information for the decision-
making process.
 COE and their teams: Center of Excellence members
need one place to store all the information,
documentation and contribute to the automation ideas
to turn them into reality.
 Citizen Developers: Citizen Developers need a platform
to share their developed attended automations that will
help make their work or the work of others in their
organization/department easier.
27
Collaborator Roles
1. Custom Role
2. Collaborator Role
2 (a) Permanent
Collaborator Role
2(b) Editable
Collaborator Role
Default Roles
Account Owner
Standard User
System Admin
RPA Sponsor
Component Curator
Program Manager
Idea Approver
Authorized User
Citizen Developer Self User/Power
User
Business and Technical Reviewer
Who uses
Automation Hub
(Roles)?
Automation Hub Roles
28
The Phases and Status of Automation Idea

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Demo: Submit a CoE Driven
Idea
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Performance and Cost Tracking Dashboards
Automation Program Performance : consists of two graphs: the Pipeline Evolution,
and the Estimated Benefits of the Current Pipeline for 1 year .
Average Automation Cost dashboard shows the average cost per automation,
split per cost type and ease of implementation
The Planning Report provides an aggregate view of the baseline cycle time,
the actual cycle time, and the delta between them for all ideas and automations.
The Cost Report offers a centralized view of all the costs for all ideas and
automations, with the same exception as the Planning Report: the items in the Idea
phase.
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Q&A

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Business Analyst Series 2023 - Week 4 Session 7

  • 1. Business Analyst Series 2023 By UiPath Community & The Next Innings
  • 2. Discover and manage automation opportunities in one place
  • 3. 3 • What is Automation Hub? • Understanding Automation Ideas and Their Phases • The Automation Idea Profile • How Ideas Progress into Automations • Personas and User Roles in Automation Hub • Accessing Automation Hub Meeting Agenda
  • 4. 4 RPA is key to accelerating your competitive advantage, but how do you: Scale beyond the initial quick wins? Encourage employees across your organization to automate? Promote the availability and usage of your organization’s automations?
  • 5. 5 Centrally capture and manage automation opportunities and process improvements, prioritized by impact and ROI Faster implementation Accelerate improvement and automation with efficient collaboration across SMEs, developers, and the CoE Centralized management Track everything from idea to production in one place—with visibility and control Effective prioritization Invest in opportunities that matter to your business by prioritizing them based on your KPIs Easy reporting Track meaningful metrics and visualize the performance of your automation program IDEA CAPTURE & MANAGEMENT 5
  • 6. 6 Centralized management Track everything from idea to production in one place—with visibility and control Collect ideas by crowdsourcing or using mining technologies for data-driven discovery Create a strong business case on top of the data collected from your SMEs or discovery products–getting an end-to-end picture Centralize visibility and control over the progress of automation and process improvement projects and their iterations 6
  • 7. 7 Effective prioritization Invest in opportunities that matter to your business by prioritizing them based on your KPIs Evaluate opportunities using pre-built assessments or customize them based on KPIs that matter to your company—maximizing for business impact Leverage tools designed to help you make informed decisions on your pipeline—ROI calculator, graphs, dashboards, filtering, etc. 7
  • 8. 8 Faster implementation Accelerate improvement and automation with efficient collaboration across SMEs, developers, and the CoE Gain trust and get buy in from stakeholders with data that proves value Store all project-related files in one place and leverage integrations with platform or third-party tools for streamlined experience Enable process SMEs, developers, and the CoE to effectively collaborate to accelerate the automation lifecycle 8
  • 9. 9 Easy reporting Track meaningful metrics and visualize the performance of your automation program Leverage the integration with Insights to reflect the status and performance of your automation program with fully customizable dashboard templates Utilize pre-built dashboards with analytics on automation program performance, cost, and planning 9
  • 10. 10 10 Automation or Process Improvement Leaders Automation and Citizen Developers Employees • Gain centralized visibility and control over ideas • Increase your program’s ROI by effectively prioritizing opportunities • Facilitate collaboration within teams • Easily track progress and impact • Get a robot to do the work you hate • Be rewarded for ideas and make impact by sharing your experience • Collaborate and learn from others • Uncover ready-to-go automations • Access all needed information in one place • Easily cooperate with others on project implementation • Share your personal time- saving automations • Join community focused on enterprise innovation and personal growth Automation Hub benefits everyone
  • 12. 12 10 Engage and reward employees for contributing to the automation program with the Enterprise Community features within Automation Hub Capabilities - Learn to design, develop, and work alongside robots - Get rewarded for your automation ideas - Expand your impact by sharing your subject matter expertise across the company Benefits - Learn one of the most important skills in the 21st century - Find more joy in your work - Help guide your company’s automation strategy Enterprise Community
  • 13. 13 11 Accelerate automation implementation times and enable consistent quality through the Component Gallery Capabilities - Use an internal repository of reusable automation components - Link to related automations - Curate components based on your custom needs - Search at the automation and application level Benefits - Accelerate Solution Design and development - Easily incorporate development best practices - Visualize the connection between automations and reusable components Component Gallery JD JaneDoe JD JaneDoe JD JaneDoe JD JaneDoe JD JaneDoe
  • 14. 14 12 Capabilities - Leverage a centralized repository for all of your automation-related files - Supercharge your development timeline with battle-tested automation templates (PDD/SDD/DSD) - Link to similar automations and reusable components Benefits - Reduce your process analysis times - Visualize who is doing what in the automation program - Speed global adoption of your automation program with customizable templates Documentation Repository Store all automation-related artifacts in one place with the Documentation Repository Jane Doe Jane Doe John Doe JD JD JD John Doe
  • 15. 15 13 Task Capture Easily document and map your business processes to accelerate automation development Capabilities - Easily create process maps and automatically capture process details (from # of steps to execution time) - Add details and edit with ease with a comprehensive editing toolset - Share your process documentation as a PDD or .xaml file to accelerate automation development Benefits - Accelerated development of automations - Improved transparency of business workflows
  • 17. 17 15 Opportunity Identifier A collaborative, employee centric process identification tool enabling employees to submit ideas/requests for automation Capabilities - Empower employees to submit automation ideas or leverage integrations with Process Mining and Task Mining forAI-based discovery. - Automatically filter automation opportunities Benefits - Promote global adoption of RPA - Create an evergreen automation pipeline - Increase employee engagement - Scale smartly; begin automation projects with specific departments and then grow organically
  • 18. 18 16 An open, transparent automation opportunities pipeline management tool, where employees have instant access to the plans for automation and can express their voice—by upvoting ideas/requests submitted. Capabilities - Consistent and data- driven automation selection algorithm - Prioritization recommendations - Transparent tracking of all automation initiatives Benefits - Centralize visibility and control of automation initiatives across the organiza tion (even in multivendor RPAenvironments) - Focus on automations that make sense strategically to you Pipeline Manager
  • 19. 19 17 Assess automations accurately and prioritize easier. Capabilities - Customize your assessments and define surveys relevant to each business line - Determine your own KPIs and questions to define them - Share or reuse assessments Benefits - Prioritize easier and with greater impact on the business by using the right KPIs - No need to perform extra calculations to arrive at a decision - Confidently report to your management based on transparent and relevant evaluation Assessments Customization
  • 20. 20 18 Prioritize opportunities with the ROI Calculator Capabilities - Decide what to automate with costs and benefits calculation - Compute automation ROI with an easy to use template - Refine estimates as you progress through implementation phases Benefits - Make informed decisions about your automation pipeline - Improve accuracy of your cost/benefit calculations - Determine how much you are saving through the entire automation lifecycle ROI-based Prioritization
  • 21. 21 19 Visualize the status and performance of your automation opportunities pipeline Capabilities • Get started quickly and build your own robust dashboards for day-to-day automation program management • View team engagement – by each user see their number of submissions, collaborations, and projects • Stakeholder breakdown – track and report where and how your automations are impacting business Benefits - Fully customizable templates and easier business reporting - Automation opportunities pipeline awareness - Engagement tracking Insights Integration
  • 22. 22 20 Grow and govern your automation community by providing them with tools and templates for success Capabilities - Review automation submissions from Citizen Developers and host the approved ones onAutomation Hub - Connect automation ideas sourcing with development Benefits - Stronger governance options for CoE leads - Bigger, thriving, and engaged automation communities - Citizen Developers can more easily share their work / build their resumes Citizen Developer Support
  • 23. 23 Automation Idea Phases Qualification Idea Assessment Implementation 2 3 Automation ideas are further assessed to better understand their scope and the technology required to implement them. Automation decision-makers select the automation ideas they want to move forward with so they can move into implementation. The automation ideas selected are analyzed, designed, developed, tested and moved into a production environment. Automation ideas are submitted. Duplicates are filtered out. Ideas that can’t be automated are rejected and the rest advance.
  • 24. Business Analyst Series 2023 By UiPath Community & The Next Innings
  • 25. 25 What is Automation Idea?  Automation ideas are automation initiatives that are the core of any RPA program. Employees can submit ideas of tasks and processes to be automated through Automation Hub, where each submission is assessed and potentially implemented. • There are 4 different ways to submit idea to the Automation Hub • Submit an Employee-driven Idea • Submit a CoE-driven idea • Submit via Task Mining • Submit via Process Mining
  • 26. 26 Automation Hub Personas?  Employees With Automation ideas: Business users need transparency on the automation program, on the one hand, and an easy way to contribute with their ideas and expertise.  The C-Suite: The C-Suite needs a single source of truth on the performance of the automation program, as well as reliable and easy-to-read information for the decision- making process.  COE and their teams: Center of Excellence members need one place to store all the information, documentation and contribute to the automation ideas to turn them into reality.  Citizen Developers: Citizen Developers need a platform to share their developed attended automations that will help make their work or the work of others in their organization/department easier.
  • 27. 27 Collaborator Roles 1. Custom Role 2. Collaborator Role 2 (a) Permanent Collaborator Role 2(b) Editable Collaborator Role Default Roles Account Owner Standard User System Admin RPA Sponsor Component Curator Program Manager Idea Approver Authorized User Citizen Developer Self User/Power User Business and Technical Reviewer Who uses Automation Hub (Roles)? Automation Hub Roles
  • 28. 28 The Phases and Status of Automation Idea
  • 29. 29 Demo: Submit a CoE Driven Idea
  • 30. 30 Performance and Cost Tracking Dashboards Automation Program Performance : consists of two graphs: the Pipeline Evolution, and the Estimated Benefits of the Current Pipeline for 1 year . Average Automation Cost dashboard shows the average cost per automation, split per cost type and ease of implementation The Planning Report provides an aggregate view of the baseline cycle time, the actual cycle time, and the delta between them for all ideas and automations. The Cost Report offers a centralized view of all the costs for all ideas and automations, with the same exception as the Planning Report: the items in the Idea phase.

Editor's Notes

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